IVP CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
WATER MILL, New York
CRD number
104197
Registered since
October 5, 2000

Firm profile

FINTRX

Overview

IVP Capital, LLC operates as a limited liability company that registered with the SEC in 2000 and is owned by an individual. Publicly filed information for the firm is sparse: the record classifies the adviser as unclassified and indicates it is not a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, and not identified as a related adviser. The firm has not provided detail in the dataset about its client types, fee arrangements, business lines, or specific advisory activities, so there is limited visibility into its service model or target client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • OLIVER EBERSTADT

    PrincipalCRD 1808170

  • CHRISTIAN GRUTSCHUS

    Co-FounderCRD 5148714

  • MARTIN KUEHRER

    DirectorCRD 6209535

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WATER MILL, NY

SUFFOLK

Location

WATER MILL, NY

Headquartered in WATER MILL, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SUFFOLK
Address
337 Noyac Path
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth